Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.1B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,481
New
Increased
Reduced
Closed

Top Buys

1
+$77.6M
2
+$66.2M
3
+$60.7M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$27.7M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$27.7M

Top Sells

1
+$106M
2
+$67M
3
+$60M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$26.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$19.2M

Sector Composition

1 Technology 12.17%
2 Financials 4.71%
3 Consumer Discretionary 3.9%
4 Healthcare 3.46%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$1.79M 0.01%
35,105
-351
1352
$1.79M 0.01%
16,775
-1,541
1353
$1.78M 0.01%
33,768
+4,017
1354
$1.78M 0.01%
15,043
+3,626
1355
$1.78M 0.01%
42,218
-554
1356
$1.78M 0.01%
30,028
+16,942
1357
$1.78M 0.01%
+89,155
1358
$1.77M 0.01%
54,739
-27,918
1359
$1.77M 0.01%
112,864
+7,926
1360
$1.77M 0.01%
78,923
-479
1361
$1.77M 0.01%
42,757
-2,747
1362
$1.77M 0.01%
12,007
+768
1363
$1.77M 0.01%
75,031
-18,062
1364
$1.77M 0.01%
45,456
-353
1365
$1.76M 0.01%
120,937
+11,605
1366
$1.76M 0.01%
70,925
+30
1367
$1.76M 0.01%
57,309
+8,543
1368
$1.76M 0.01%
49,770
+34,065
1369
$1.75M 0.01%
+38,336
1370
$1.75M 0.01%
18,210
+5,394
1371
$1.75M 0.01%
196,734
+841
1372
$1.74M 0.01%
152,102
+15,893
1373
$1.74M 0.01%
23,400
+3,386
1374
$1.74M 0.01%
33,207
+1,225
1375
$1.74M 0.01%
35,330
-10,225
53 54
55
56 57